M&T Bank

M&T Bank Portfolio holdings

AUM $31.1B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.6B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,149
New
Increased
Reduced
Closed

Top Buys

1
+$409M
2
+$267M
3
+$184M
4
VFH icon
Vanguard Financials ETF
VFH
+$115M
5
VHT icon
Vanguard Health Care ETF
VHT
+$85.4M

Top Sells

1
+$150M
2
+$28.1M
3
+$27.5M
4
DVY icon
iShares Select Dividend ETF
DVY
+$24.6M
5
XOM icon
Exxon Mobil
XOM
+$19.1M

Sector Composition

1 Healthcare 10.68%
2 Financials 8.09%
3 Energy 7.28%
4 Technology 7.26%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-5,914
2027
– –
-4,464
2028
– –
-12,394
2029
– –
-19,932
2030
– –
-5,152
2031
– –
-7,031
2032
– –
-10,434
2033
– –
-12,541
2034
– –
-28,458
2035
– –
-10,140
2036
– –
-10,371
2037
– –
-10,056
2038
– –
-3,195
2039
– –
-39,347
2040
– –
-3,252
2041
– –
-3,164
2042
– –
-2,698
2043
– –
-208
2044
– –
-4,410
2045
– –
-2,092
2046
– –
-7,874
2047
– –
-2,281
2048
– –
-6,165
2049
– –
-11,370
2050
– –
-16,884
79 80 81
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